Filed November 17, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $144,174 |
Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $74,242 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $66,255 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,985 | $67,512-67.4% | $185,823-88.2% | $93,030-76.4% |
| Participation rate | 71.5% | 67.1%+4.3pp | 81.7%-10.2pp | 73.9%-2.5pp |
| Annual return | 10.79% | 21.04%-10.2pp | 122.05%-111.3pp | 158.70%-147.9pp |
| Employer contribution / active EE | $468 | $1,783-73.8% | $5,167-90.9% | $2,706-82.7% |
| Participant deferral / active EE | $1,216 | $3,035-59.9% | $5,568-78.2% | $4,562-73.3% |
| Admin fee / account holder | $112 | $318-64.6% | $16,237-99.3% | $152-25.9% |